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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,595 | $143,969-37.8% | $199,883-55.2% | $82,637+8.4% |
| Participation rate | 97.8% | 84.1%+13.6pp | 86.8%+11.0pp | 68.1%+29.7pp |
| Annual return | 23.47% | 25.67%-2.2pp | 43.81%-20.3pp | 53.51%-30.0pp |
| Employer contribution / active EE | $8,737 | $4,632+88.6% | $6,261+39.5% | $2,552+242.3% |
| Participant deferral / active EE | $15,924 | $6,937+129.6% | $9,138+74.3% | $4,126+285.9% |
| Admin fee / account holder | $7,188 | $14,597-50.8% | $17,268-58.4% | $7,339-2.0% |